Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

Investment strategy

Investment strategy

US election: Rage, rage against the dying of the light

We see the US election edging towards a conclusion with Joe Biden in the White House and a split Congress; what does this mean for the economy and financial markets?
By Christopher Teschmacher

Investment strategy

Come rain or shine: Annuities in today’s post-retirement landscape

In the second part of our Retirement Choices series, we turn our focus to members choosing to annuitise their DC pot at retirement.  ;
By Alexandra Miles

Investment strategy

US election: A premium on patience

As the race for the White House descends into a nail-biter, we outline the key takeaways for investors.  ;
By Sonja Laud

Investment strategy

On the contrary: how unpopular trades can help

Recent events demonstrate the role of contrarian positions in portfolios.  ;
By John Roe

Investment strategy

Retirement Choices: Why drawing down is going up

In recent years, retirees have increasingly turned to income drawdown to help fund the lifestyle they want.  ;
By Emma Douglas

Investment strategy

Trick or treat? 13 charts that must be Halloween

Experts from across LGIM present charts that could bewitch or haunt investors.  ;
By Ben Bennett

Investment strategy

Should longevity risk affect investment strategy?

An important question in many investment contexts is whether the presence of (unhedged) longevity risk should affect an investor’s strategy.  ;
By John Southall

Investment strategy

Wave erosion: lockdown risk could wear down investor sentiment

Governments around the world are gradually re-imposing economic restrictions in response to new waves of COVID-19, but investors’ attention seems to be focused elsewhere.  
By Emiel van den Heiligenberg

Investment strategy

The bell tolls for bunds: backing out of high-quality bonds

As high-quality government bond yields continue to wilt, we look at the potential implications for investors’ approaches to risk mitigation.  
By John Roe

Investment strategy

Joe Biden, fiscal talks and the outlook for risk assets

On balance, we think the macro backdrop appears supportive for risky assets over the coming three months, with a bias towards higher government bond yields.  ;
By Ben Bennett

Investment strategy

US election: Preparation trumps prediction

With the chances of an official result by 4 November looking below 50%, developments in the presidential race remain highly unpredictable.  ;
By Christopher Teschmacher

Investment strategy

GAAP in the hedge

We explore hedging credit spreads in Eurozone accounting bases.  ;
By Jonathan Joiner

Investment strategy

Factor checking the market

We look at how the technology sector is affecting the performance of factor portfolios.  ;
By Tim Armitage

Investment strategy

Can LDI apply to more than DB pensions?

I explore the potential for liability-driven investing (LDI) outside its traditional home of defined-benefit (DB) pensions.  ;
By John Southall

Investment strategy

The trillion-dollar question for Europe’s ETFs

ETFs in Europe have enjoyed strong growth, but we believe investors deserve more clarity about the true liquidity of this important market.  ;
By Annacarla Dellepiane

Investment strategy

Durable decumulation: improving retirees’ withdrawal symptoms

Are savers taking their pension’s pulse regularly enough? We examine a health check that could help investors spend sustainably.  ;
By John Southall

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